Our Services

Profit-Focused Accounting for Nonprofits

Customized Accounting Packages

Accounting & Bookkeeping

Budgeting & Strategy

Software Implementation

Complete Spend Management

Financial Advisory Services

Packages

Price Plans Insight
(Transactional)
Impact
(Controller)
Scale
(CFO)
Typical Client Size Under 10 Employees 10-20 Employees 20+ Employees
Service Description Reactive Proactive Strategic
Onboarding 4 Weeks 6 Weeks 8 Weeks
Month-End Close
Financial Statements
Scheduled Meetings Up to 1x/Qtr Up to 2x/Month Up to 6x/Month
Online Support Unlimited Unlimited Unlimited
Financial KPIs
12-Month Forecasting
Revenue Recognition
Restricted Fund Tracking
Grant Reporting
Simple High-Level budgeting
Detailed multi-department budgeting
Department Performance
Customized Dept Reports
Performance by Project
Director Meeting
Team Member Performance
Resource Planning
Bank Relationships
Additional Services
Form 990 Tax Return Other Bus. Tax Returns Paying Bills Invoicing Clients
Cash Flow Management Payroll & Contract Mgmt Employee Exp Tracking Grant Budgeting
Insight
(Transactional)
Typical Client Size
Under 10 Employees
Service Description
Reactive
Onboarding
4 Weeks
Month-End Close
Financial Statements
Scheduled Meetings
Up to 1x/Qtr
Online Support
Unlimited
Financial KPIs
12-Month Forecasting
Revenue Recognition
Restricted Fund Tracking
Grant Reporting
Simple High-Level budgeting
Detailed multi-department budgeting
Department Performance
Customized Dept Reports
Performance by Project
Director Meeting
Team Member Performance
Resource Planning
Bank Relationships
Get Started
Impact
(Controller)
Typical Client Size
10-20 Employees
Service Description
Proactive
Onboarding
6 Weeks
Month-End Close
Financial Statements
Scheduled Meetings
Up to 2x/Month
Online Support
Unlimited
Financial KPIs
12-Month Forecasting
Revenue Recognition
Restricted Fund Tracking
Grant Reporting
Simple High-Level budgeting
Detailed multi-department budgeting
Department Performance
Customized Dept Reports
Performance by Project
Director Meeting
Team Member Performance
Resource Planning
Bank Relationships
Get Started
Scale
(CFO)
Typical Client Size
20+ Employees
Service Description
Strategic
Onboarding
8 Weeks
Month-End Close
Financial Statements
Scheduled Meetings
Up to 6x/Month
Online Support
Unlimited
Financial KPIs
12-Month Forecasting
Revenue Recognition
Restricted Fund Tracking
Grant Reporting
Simple High-Level budgeting
Detailed multi-department budgeting
Department Performance
Customized Dept Reports
Performance by Project
Director Meeting
Team Member Performance
Resource Planning
Bank Relationships
Get Started
Additional Services
Form 990 Tax Return
Other Bus. Tax Returns
Paying Bills
Invoicing Clients
Cash Flow Management
Payroll & Contract Mgmt
Employee Exp Tracking
Grant Budgeting

Schedule a consultation

Let’s determine which package is best for your team.

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(Yep. Seriously. That’s how certain we are you’ll love what we have to offer to you .)